Promote, demote or adjust a member so they have the right access.
Upload a cover image in Admin Settings > System Manuals to replace this training placeholder.
Company Setup and Members
Promote, demote or adjust a member so they have the right access.
Manage a member’s role is part of the Company Setup and Members workflow in ClassRoom.Study. The function exists to help the right stakeholder move from intention to action without guessing which page, button or record controls the outcome. Promote, demote or adjust a member so they have the right access. In daily use this means a learner can understand what to do next, a creator can prepare learning material with fewer support questions, a company admin can manage people and evidence with a cleaner audit trail, and a platform admin can see whether the process is working at scale. For company admins, setup and membership controls are how a team is built and maintained: onboarding, invites, learner profiles and clean exits. For learners, correct membership is what connects them to assigned learning and evidence.
The benefit is not only convenience. This area protects operational consistency. It makes status visible before a person acts, keeps related records connected, and gives teams a repeatable way to train new users. When a company has many learners, courses, invoices, schedules or live sessions, small navigation mistakes become expensive. A clear manual gives every person the same mental map: where to start, what to check, what each control changes, and what proof should exist after the action is complete. Use this page as the plain-language reference when onboarding new staff, answering support tickets, checking compliance, or preparing screenshots for a branded internal guide.
The high-level path from start to finish. Each box is a stage; the arrows show the order. Use this as a quick mental map before the detailed steps below.
The feature at the centre, with the related toggles, settings and sub-controls branching out. Use it to see everything this area touches at a glance.
Follow the steps in order the first time. After you understand the flow, you can jump directly to the control you need. For training purposes, replace every screenshot placeholder with the exact screen your users will see in production, including the correct company, role or learner context.
Work from the smallest panel that gives you the control you need, confirm status chips before acting, and use exports or detail pages when you need an audit trail. If an action changes billing, access, certificates, AI usage, invitations, public content, or live session attendance, pause long enough to confirm the company, learner, course and date context. Add notes where the interface provides them. Use filters before exporting so the exported CSV answers a specific question. When training a novice, ask them to say what changed after each step; if they cannot explain the result, they should return to the record and check the status, timestamp, or linked activity before moving on.